We attended the 5th annual Leerink Partners Global Healthcare Conference 2016 from February 10 to 11 in New York.
Next to getting updates on many companies we tried to shed lights on the recent hefty correction of Biotech shares. Overall we left the conference with the view that the pull-back will offer great investment opportunities, however that it probably will take some time for unfolding. Timing will be key.
Happy Birthday! Our Kieger Impact Healthcare Fund is turning 1! On this occasion, we are proud to share our Kieger AG Impact Healthcare Report, where we highlight the progress achieved during the past year and reflect on what have been unparalleled times.
“Sell in May and go away, but remember to come back in September” ... or perhaps October? Most stock markets reached new highs in early September, with economies have seemingly finally put the pandemic behind. At such a "cruising altitude," small turbulences can lead to serious corrections – and the month certainly offered plenty.